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Hedge Funds Similar to Millington Financial Advisors

13F Portfolio OverlapQ2 2026Millington Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Millington Financial Advisors, LLC is an institutional investor managing $254M across 128 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Millington Financial Advisors are Barnes Dennig Private Wealth, ASHFORD, Walsky Investment, with shared positions in $BNY, $MDT, $MRVL, $PWR, $SNEX, $INCY. The full ranking of 25 similar funds is below.

#1Barnes Dennig Private Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BNY$MDT$MRVL$PWR
$125M
365 positions
#2ASHFORD CAPITAL MANAGEMENT INCPassive
Notable overlap · 3 shared positions
$SNEX$INCY$STT
$933M
107 positions
#3Walsky Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$BNY$STT$MCD
$108M
52 positions
#4Stanley Capital Management, LLCActive
Some overlap · 4 shared positions
$EXPE$CTVA$AXP$MRVL
$754M
37 positions
#5FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 4 shared positions
$CTVA$DD$AXP$MCD
$1.2B
180 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$PWR$TMUS$MDT$MCD
$767M
184 positions
#7Visionary Wealth AdvisorsPassive
Some overlap · 3 shared positions
$PWR$BNY$MCD
$2.5B
666 positions
#8LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$MDT$CTVA$ADSK$EXPE
$143M
89 positions
#9WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$CTVA$MDT$DD
$742M
119 positions
#10AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$BNY$KR$MDT
$745M
184 positions
#11CORDA Investment Management, LLC.Active
Some overlap · 3 shared positions
$BNY$MDT$MCD
$1.6B
85 positions
#12Reliant Investment Management, LLCPassive
Some overlap · 3 shared positions
$PWR$AXP$COHR
$281M
55 positions
#13Westchester Capital Management, Inc.Active
Some overlap · 4 shared positions
$BNY$MDT$MCD$AXP
$555M
46 positions
#14FOSTER DYKEMA CABOT & PARTNERS, LLCActive
Some overlap · 3 shared positions
$PWR$AXP$MCD
$1.7B
324 positions
#15Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$PWR$AXP$MCD
$497M
198 positions
#16Matthew Goff Investment Advisor, LLCPassive
Some overlap · 3 shared positions
$BNY$AXP$MCD
$593M
91 positions
#17MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PWR$KR$MDT$MCD
$436M
130 positions
#18Alpha Financial Partners, LLCActive
Some overlap · 3 shared positions
$PWR$NOTV$IBIT
$190M
118 positions
#19Friday FinancialActive
Some overlap · 3 shared positions
$STT$PWR$IBIT
$373M
108 positions
#20Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$STT$KR$IBIT
$839M
137 positions
#21PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PWR$AXP$MRVL$COHR
$443M
145 positions
#22Longbow Finance SAPassive
Some overlap · 5 shared positions
$BNY$EXPE$AXP$PWR$STT
$782M
59 positions
#23PFG Private Wealth Management, LLCActive
Some overlap · 5 shared positions
$PWR$TMUS$AXP$DD$MRVL
$231M
75 positions
#24SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 3 shared positions
$STT$PWR$EXPE
$892M
299 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PWR$BNY$AXP$MRVL
$414M
106 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.